+56.9%
KORU vs AMCR
-12.3%
+69.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.6% | +10.6% | +10.9% |
| 7D | -1.7% | -6.3% | +4.6% | +5.9% |
| 30D | +13.5% | -7.8% | +21.3% | +24.1% |
| 3M | -45.2% | +7.5% | -52.7% | -52.6% |
| 6M | +17.1% | +2.7% | +14.4% | +12.9% |
| YTD | +154.1% | +6.0% | +148.1% | +135.5% |
| 1Y | +375.7% | +7.8% | +367.9% | +327.0% |
| 3Y | +474.0% | +5.8% | +468.2% | +400.4% |
| All | +56.9% | -12.3% | +69.3% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling